See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,472 | $86,944-17.8% | $107,525-33.5% | $74,304-3.8% |
| Participation rate | 68.9% | 59.6%+9.4pp | 75.1%-6.1pp | 60.3%+8.6pp |
| Annual return | 17.47% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,601 | $2,757-41.9% | $3,754-57.3% | $2,241-28.5% |
| Participant deferral / active EE | $5,601 | $3,554+57.6% | $5,116+9.5% | $3,767+48.7% |
| Admin fee / account holder | $2,520 | $3,727-32.4% | $8,919-71.7% | $2,969-15.1% |